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Otis Worldwide
OTIS

Overview Fund Activity

1,124 hedge funds and large institutions have $21B invested in Otis Worldwide in 2020 Q2 according to their latest regulatory filings, with 1,098 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,124
Holders Change
+1,090
Holders Change %
+3,205.88%
% of All Funds
23.1%
Holding in Top 10
16
Holding in Top 10 Change
+16
Holding in Top 10 Change %
%
% of All Funds
0.33%
New
1,098
Increased
15
Reduced
7
Closed
8
Calls
$42.6M
Puts
$34.3M
Net Calls
+$8.36M
Net Calls Change
+$8.41M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.22B
2
State Street
State Street
Massachusetts
+$1.99B
3
BlackRock
BlackRock
New York
+$1.83B
4
CS
Credit Suisse
Switzerland
+$576M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$574M

Top Sellers

1
HC
HNP Capital
New York
-$1.29M
2
EIP
Easterly Investment Partners
Massachusetts
-$609K
3
BAS
Brown Advisory Securities
Maryland
-$601K
4
CCM
CAAS Capital Management
New York
-$532K
5
VFA
Valeo Financial Advisors
Indiana
-$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$563K +$563K +9,906 New
SFA
552
Sequoia Financial Advisors
Ohio
$561K +$561K +9,862 New
MA
553
Montag & Associates
Georgia
$555K +$555K +9,763 New
TPWA
554
TRUE Private Wealth Advisors
Oregon
$554K +$554K +9,751 New
BBVA
555
Banco Bilbao Vizcaya Argentaria
Spain
$554K +$554K +9,754 New
MCM
556
McMillion Capital Management
North Carolina
$552K +$552K +9,706 New
PH
557
Pinnacle Holdings
Oklahoma
$552K +$552K +9,705 New
FMB
558
Field & Main Bank
Kentucky
$551K +$551K +9,695 New
RIM
559
Rampart Investment Management
Connecticut
$550K +$550K +9,668 New
WC
560
Westhampton Capital
North Carolina
$548K +$548K +9,641 New
FHB
561
First Hawaiian Bank
Hawaii
$533K +$533K +9,375 New
SCM
562
Shelton Capital Management
Colorado
$532K +$532K +9,357 New
GIM
563
Goelzer Investment Management
Indiana
$528K +$528K +9,280 New
DCM
564
Donaldson Capital Management
Indiana
$526K +$526K +9,254 New
IC
565
IEQ Capital
California
$515K +$515K +9,057 New
BPC
566
Banque Pictet & Cie
Switzerland
$512K +$512K +8,997 New
CNAM
567
Campbell Newman Asset Management
Wisconsin
$509K +$509K +8,952 New
HCA
568
Harbour Capital Advisors
Virginia
$508K +$508K +8,933 New
CA
569
Cetera Advisors
Colorado
$506K +$506K +8,896 New
WJWM
570
Williams Jones Wealth Management
New York
$497K +$497K +8,732 New
NIM
571
Northeast Investment Management
Massachusetts
$494K +$494K +8,680 New
PA
572
Pinnacle Associates
New York
$494K +$494K +8,684 New
VI
573
Vestcor Inc
New Brunswick, Canada
$491K +$491K +8,636 New
CA
574
Clearstead Advisors
Ohio
$489K +$489K +8,599 New
KFC
575
Klingenstein Fields & Co
New York
$487K +$487K +8,559 New
21 22
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